See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,988 | $157,256-36.4% | $141,162-29.2% | $152,861-34.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.27% | 64.32%-54.1pp | 71.39%-61.1pp | 345.32%-335.1pp |
| Employer contribution / active EE | $4,583 | $5,261-12.9% | $4,735-3.2% | $4,762-3.8% |
| Participant deferral / active EE | $17,873 | $7,109+151.4% | $6,709+166.4% | $5,850+205.5% |
| Admin fee / account holder | $192,792 | $12,120+1490.7% | $10,261+1778.8% | $11,596+1562.5% |